Sugar CRM and TrustArc Integrations [winzel] 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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Build powerful workflows, fast

Triggers

When this happens…

Sugar CRM
  • New record
    New record in SugarCRM
  • New/updated record
    New/updated record in SugarCRM

    • Any other trigger you can think up

TrustArc Integrations [winzel]
  • NEW Assessment Events [Assessment Manager] Batch
    New Assessment Events in TrustArc system
  • NEW Assessment Task Events [Assessment Manager] Batch
    New Assessment Task Events in TrustArc system
  • NEW Consent Form Events [Consent & Preference Manager] Real-time
    New Consent Form events for Consent & Preference Manager in TrustArc system.
  • NEW Entity Events [Consent & Preference Manager] Batch
    New Entity events for Consent & Preference Manager in TrustArc system.
  • DELETED Entities [Data Mappings & Risk] Batch
    Deleted Entities in TrustArc system
  • NEW Event [Data Mappings & Risk] Batch
    Created events for Entities in TrustArc system
  • NEW Form Events [Individual Rights Manager] Batch
    New Form Events in TrustArc system
  • NEW Request Events [Individual Rights Manager] Batch
    New Request Events in TrustArc system
  • NEW Supplemental Form Events [Individual Rights Manager] Batch
    New Supplemental Form Events in TrustArc system
  • NEW Task Events [Individual Rights Manager] Batch
    New Task Events in TrustArc system
  • NEW/UPDATED Tasks [Privacy Central] Batch
    New/updated Tasks in Privacy Central system

    • Any other trigger you can think up

Actions

Do this…

Sugar CRM
  • Bulk action
    Run multiple queries, e.g. creating a record and retrieving a record in SugarCRM
  • Create record
    Create record in SugarCRM
  • Custom action
    Custom action in SugarCRM
  • Delete record
    Delete record in SugarCRM
  • Get record details by ID
    Get details of specific record in SugarCRM
  • Get record details by sync key (external ID)
    Get details of specific record in SugarCRM
  • Get record by email address
    Get records by email address in SugarCRM
  • Search records
    Search records in SugarCRM
  • Update record
    Update record in SugarCRM
  • Upload file
    Upload a file in SugarCRM
  • Upsert record
    Upsert record in SugarCRM

    • Any other action you can think up

TrustArc Integrations [winzel]
  • GET Assessment Answer Responses [Assessment Manager] Batch
    Call the API to fetch the assessment's answer responses matched by the given assessment identifier
  • CREATE Assessment [Assessment Manager]
    Call the API to create an assessment
  • DELETE Assessment [Assessment Manager]
    Call the API to delete an assessment matched by its identifier
  • GET Assessment [Assessment Manager]
    Call the API to fetch an assessment matched by its identifier
  • CREATE Assessment Task [Assessment Manager]
    Call the API to create an assessment task
  • GET Assessment Task [Assessment Manager]
    Call the API to fetch an assessment task matched by its identifier
  • UPDATE Assessment Task Status [Assessment Manager]
    Call the API to update an assessment task status
  • UPDATE Assessment Task [Assessment Manager]
    Call the API to update an assessment task
  • CREATE Consent [Consent & Preference Manager]
    Call the API for a consent submission on CPM
  • CREATE Consents via CSV [Consent & Preference Manager]
    Upload a CSV file to create multiple consent records in CPM in a single batch.
  • CREATE Data Subject [Consent & Preference Manager]
    Call the API to create a single Data Subject on CPM
  • DELETE Entity By Id [Consent & Preference Manager]
    Delete one Entity from Consent & Preference Manager matched by TrustArc ID.
  • GET Consent Forms [Consent & Preference Manager] Batch
    Call the API to fetch all matching consent forms by given criteria
  • GET Consents [Consent & Preference Manager] Batch
    Call the API to fetch all matching consents by given criteria
  • GET List of Countries [Consent & Preference Manager] Batch
    Call the API to fetch all country list in CPM platform
  • GET Data Subjects [Consent & Preference Manager] Batch
    Call the API to fetch all matching data subjects by given criteria
  • GET Entity By Id [Consent & Preference Manager]
    Retrieve one Entity from Consent & Preference Manager matched by TrustArc ID.
  • UPDATE Data Subject [Consent & Preference Manager]
    Call the API to update a single Data Subject on CPM
  • DELETE Entity [Data Mappings & Risk]
    Call the selected entity API and delete the entry matched by TrustArc Id or source system Id (this operation cannot be undone).
  • GET Entity [Data Mappings & Risk]
    Call the selected entity API and return one entry matched by TrustArc Id or source system Id.
  • GET Entities List [Data Mappings & Risk] Batch
    Call the selected entity API and return entries filtered by the input parameters.
  • CREATE/UPDATE Entity [Data Mappings & Risk]
    Call the selected entity API and create one entry or update the entry matched by its ID
  • GET Request Attachments [Individual Rights Manager]
    Call the API to get a paginated list of attachments for a request by its ID
  • CREATE Attachment for Request [Individual Rights Manager]
    Call the API to upload a file attachment to a request by its ID
  • UPDATE Close Request [Individual Rights Manager]
    Call the API to close a request by its ID
  • CREATE Comment on Request [Individual Rights Manager]
    Call the API to create a comment on a request by its ID
  • CREATE Request [Individual Rights Manager]
    Call the API to create a request
  • DELETE Request [Individual Rights Manager]
    Call the API to delete a request by its ID. Optionally perform a hard delete.
  • UPDATE Extend Request Due Date [Individual Rights Manager]
    Call the API to extend the due date for a request by its ID
  • UPDATE Request Due Date Extension [Individual Rights Manager]
    Call the API to request an extension for the due date of a request by its ID
  • UPDATE Fail Manual Verify Request [Individual Rights Manager]
    Call the API to fail manual verification of a request by its ID
  • GET Request [Individual Rights Manager]
    Call the API to fetch a single request by its ID
  • DELETE Label from Request [Individual Rights Manager]
    Call the API to delete a label from a request by its ID and label name
  • CREATE/UPDATE Label on Request [Individual Rights Manager]
    Call the API to save a label to a request by its ID and label name
  • GET Labels from Request [Individual Rights Manager] Batch
    Call the API to get all labels associated with a request by its ID
  • UPDATE Manual Verify Request [Individual Rights Manager]
    Call the API to manually verify a request by its ID
  • GET Task Attachments [Individual Rights Manager]
    Call the API to get a paginated list of attachments for a task by its ID
  • CREATE Attachment for Task [Individual Rights Manager]
    Call the API to upload a file attachment to a task by its ID
  • CREATE Task Comment [Individual Rights Manager]
    Call the API to add a comment to a task by its ID
  • CREATE Task for Request [Individual Rights Manager]
    Call the API to create a new task and send email for a request
  • UPDATE Task partially [Individual Rights Manager]
    Call the API to partially update a task and send email by its ID
  • UPDATE Task [Individual Rights Manager]
    Call the API to update a task and send email by its ID
  • CREATE Tasks from Template [Individual Rights Manager]
    Call the API to create tasks for a request from a list of task template IDs
  • GET Tasks for Request [Individual Rights Manager]
    Call the API to get a paginated list of tasks for a request by its ID

    • Any other action you can think up

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